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Best financial advisors in Menifee, CA

Registered advisers within 25 miles of Menifee, CA.

Offices
226
Firms
80
Combined AUM
$9.49T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,097,941 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTELLIGENCE DRIVEN ADVISERS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
DAVIES FINANCIAL ADVISORS, INC.

Investors

Michelle Christina Navarro
Sergio F Rivera
Daniel Andrade
Carlos Enrique Benites
AMY IRENE BLACKWELL
Brent Carl Frisbee
Vezafina Angeles Kirby
Alejandro C Martinez
Felix A Torres
MIGUEL ANGEL ALCALA
Alexandra Alicia Sayvong
FRANKLIN WOODY MOTTE
TIFFANY PIFER MARKOWSKI
Ryan Wayne McCray
VICTOR SHAWN COLLINS
MATTHEW D COINER
THOMAS ZAMANI
Derek Long
JOSE SERGIO BOHON
KIMBERLY SUE BAKOS
Robert B Babcock
RON ARMAND BENOIT
Jon Anton Ondracek
PEGGY LEE ALLEN
GARY ALLEN
JANA MARIE SWENSON
Michael May
CHRISTOPHER ANDREW HART
ANDREW FRANCIS TENAGLIA
Jennifer Kay Jackson-Horn
ANDREW JAMES DAVIES

Within 25 miles of Menifee, CA, Best Investors lists 80 registered investment advisory firms with 226 offices nearby, managing about $9.49T in combined regulatory AUM across 2,097,941 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Menifee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM